Can I invest in SIP and Lumpsum in Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth?

Yes, you can invest both lumpsum and SIP in Tata Medium Term Fund-Direct (G) (SP 1). Minimum lumpsum investment Tata Medium Term Fund-Direct (G) (SP 1) is ₹5,000 and minimum SIP amount is ₹150 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth?

The latest NAV (Net Asset Value) of Tata Medium Term Fund-Direct (G) (SP 1) is Tata Medium Term Fund-Direct (G) (SP 1) is ₹2.40 as on 2022-02-09.

Which are the biggest stock holdings of Tata Medium Term Fund-Direct (G) (SP 1)?

The 5 biggest stock holdings of Tata Medium Term Fund-Direct (G) (SP 1) are: Piramal Capital (97.31%), Net CA & Others (2.69%),

What are the top sectors Tata Medium Term Fund-Direct (G) (SP 1) invests in?

A majority of Tata Medium Term Fund-Direct (G) (SP 1) 's AUM worth ₹2.15 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
Tata Medium Term Fund-Direct (G) (SP 1)

Tata Medium Term Fund-Direct (G) (SP 1)

Medium Duration Fund

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NAV
2.40(-0.10%)
Fund Size (CR)
₹2.15
Expense Ratio
-
Scheme Type
Active Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹150
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
-

Absolute Return: NaN%

Annualized Return: 0%

There is no Asset Allocation data

Basic Details

Scheme Manager

Abhisek Sonthalia

Bench Mark

CRISIL Medium Duration Fund B-III Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	-	-	-	-	-	-/-
1 Month	-	-	-	-	-	-/-
3 Month	-	-	-	-	-	-/-
6 Month	-	-	-	-	-	-/-
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	-	-	-	-	-	-/-

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2021	1,20,000	252132.02	110.11%	110.11%
3 Year	1 July 2019	3,20,000	720780.56	125.24%	31.08%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.42%

Standard Deviation

0.46%

Beta

8.82%

Sharpe Ratio

Treynor's Ratio

11.28%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Piramal Capital	97.31%	24792	2.09	NCD	Debt Others
Net CA & Others	2.69%	-	0.06	Net CA & Others	Debt Others

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Tata Medium Term Fund-Direct (G) (SP 1)	2.15	-	-	-	-	-
Aditya Birla SL Medium Term Plan - Direct (IDCW-H)	1981.28	0.45%	3.11%	6.26%	11.15%	14.59%
Aditya Birla SL Medium Term Plan - Direct (G)	1981.28	0.45%	3.11%	6.26%	11.15%	14.60%
Aditya Birla SL Medium Term Plan - Direct (IDCW)	1981.28	0.45%	3.11%	6.26%	11.15%	14.59%
Aditya Birla SL Medium Term Plan - Direct (IDCW-Q)	1981.28	0.45%	3.11%	6.26%	11.15%	14.59%
Kotak Medium Term Fund - Direct (IDCW-Standard)	1828.07	0.24%	1.39%	4.81%	10.01%	7.15%

News

Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 01 January 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.37 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
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Tata MF announces change in Fund Manager of the following schemes

Tata Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 20 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager	New Fund Manager(s)
Tata BSE Sensex Index Fund, Tata Nifty 50 Index Fund, Tata Nifty Midcap 150 Momentum 50 Index Fund, Tata Nifty Realty Index Fund, Tata Nifty Auto Index Fund, Tata Nifty Financial Services Index fund, Tata Nifty MidSmall Healthcare Index Fund, Tata Nifty 500 Multicap India Manufacturing 50:30:20 Index Fund, Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund, Tata BSE Select Business Groups Index Fund, Tata Nifty200 Alpha 30 Index Fund, Tata Nifty Capital Markets Index Fund, Tata Nifty India Tourism Index Fund, Tata Nifty 50 Exchange Traded Fund, Tata Nifty India Digital Exchange Traded Fund, Tata Nifty Private Bank Exchange Traded Fund,	Kapil Menon	1. Kapil Menon, 2. Rakesh Prajapati*
Tata Nifty India Digital ETF Fund of Fund	Meeta Shetty	1. Kapil Menon, 2. Rakesh Prajapati*

* Assistant Fund Manager

Mr. Rakesh Prajapati is currently designated as Senior Manager Investment in dealing function. Further from the above effective date he is also designated as a Fund Manager - Equities at Tata Asset Management Pvt. Ltd.

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Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 04 December 2024 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.37 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
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Fund House Details & Investment Objective

Date of Incorporation

17 June 2019

Total AUM (Cr)

₹2.15

Tata Medium Term Fund-Direct (G) (SP 1) is an Medium Duration Fund-oriented fund from the renowned AMC, Tata Mutual Fund. Launched in 17 June 2019, this fund is managed by Abhisek Sonthalia. With assets under management (AUM) worth ₹2.15 (Cr), as of 9 February 2022, Tata Medium Term Fund-Direct (G) (SP 1) is categorized as a Medium Duration Fund within its segment. The fund has generated a return of undefined% since its launch.
The current NAV of Tata Medium Term Fund-Direct (G) (SP 1) is ₹2.4, as on 9 February 2022. The fund's benchmark index is CRISIL Medium Duration Fund B-III Index. You can invest in Tata Medium Term Fund-Direct (G) (SP 1) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹150 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated - and - CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.31% in Debt and 2.69% in cash and cash equivalents.

FAQs

How to Invest in Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth?

Tata Medium Term Fund-Direct (G) (SP 1) is a popular fund in the Medium Duration Fund segment. The fund has generated a return of undefined% since inception. Looking to invest in Tata Medium Term Fund-Direct (G) (SP 1) How about earning 1% extra return? All this is possible with m.Stock! Investing in Tata Medium Term Fund-Direct (G) (SP 1) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Tata Medium Term Fund-Direct (G) (SP 1)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Tata Medium Term Fund-Direct (G) (SP 1) today and reap the benefits of this Medium Duration Fund fund!

How much returns has Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth generated?

In the short term, i.e., 1 year, Tata Medium Term Fund-Direct (G) (SP 1) has generated annualised return of -. In the long-term, the fund has generated - and undefined% in 3 and 5 years respectively. Since its inception, the fund has generated undefined% returns.

What is the expense ratio of Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth?

The expense ratio of Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth is undefined%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Tata Medium Term Fund-Direct (G) (SP 1) Fund Direct Growth?

The Assets Under Management (AUM) of Tata Medium Term Fund-Direct (G) (SP 1) is ₹2.15 (Cr) as of 2022-02-09 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Tata Medium Term Fund-Direct (G) (SP 1) Direct Growth?

Redeeming or selling units of Tata Medium Term Fund-Direct (G) (SP 1) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Tata Medium Term Fund-Direct (G) (SP 1):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Tata Medium Term Fund-Direct (G) (SP 1)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).